OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 6165 MINERAL POINT ROAD,MADISON,WI
- Contact person: ROBERT MARX
- Phone: (608) 230-4279
Plan General Information
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2015, the total retirement plan assets of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is $9,451,398.00.This plan was established in 1991.
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2015, the total number of retirement plan participants in OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is 766
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2015, the average participant retirement account value for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is $12,338.00
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2015, the estimated average employee contribution amount per participant for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is $1,972.00.
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2015, the estimated average employer match for an employee in OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is approximately $341.00
Investing in this additonal $341.00 for 20 years would give you extra $21,872.00, assuming a 10% annual return.
Investing in this additonal $341.00 for 20 years would give you extra $21,872.00, assuming a 10% annual return.
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2015, OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN allocates $261,787.00 to match its employees' contributions, providing an employer match rate of 34.65% of their contributions
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2015, the total retirement plan asset growth rate of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is -11.04%.
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2015, the estimated aggregate retirement account investment gain/loss for OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is 1.26%. This measures the effectiveness of the plan participants' investments in the year.
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2015, the investment and administrative expense ratio of OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN is 0.69%.
Enrollment Features
OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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